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LM & M ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameLM & M ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

LM & M ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LM & M ENTERPRISES, INC. has sponsored the creation of one or more 401k plans.

Company Name:LM & M ENTERPRISES, INC.
Employer identification number (EIN):451071366
NAIC Classification:621610
NAIC Description:Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LM & M ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01LORI MGRDICHIAN
0012017-01-01LORI MGRDICHIAN
0012016-01-01LORI MGRDICHIAN
0012015-01-01LORI MGRDICHIAN
0012014-01-01LORI MGRDICHIAN
0012013-01-01LORI MGRDICHIAN
0012012-01-01LORI MGRDICHIAN
0012011-03-25LORI MGRDICHIAN

Plan Statistics for LM & M ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for LM & M ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: LM & M ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01116
Total number of active participants reported on line 7a of the Form 55002023-01-0184
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0110
Total of all active and inactive participants2023-01-0194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-0194
Number of participants with account balances2023-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: LM & M ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01128
Total number of active participants reported on line 7a of the Form 55002022-01-0188
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0111
Total of all active and inactive participants2022-01-0199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0199
Number of participants with account balances2022-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: LM & M ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01132
Total number of active participants reported on line 7a of the Form 55002021-01-0199
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0110
Total of all active and inactive participants2021-01-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01109
Number of participants with account balances2021-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: LM & M ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01100
Total number of active participants reported on line 7a of the Form 55002020-01-0180
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-018
Total of all active and inactive participants2020-01-0188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0188
Number of participants with account balances2020-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: LM & M ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0199
Total number of active participants reported on line 7a of the Form 55002019-01-01101
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011
Total of all active and inactive participants2019-01-01102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01102
Number of participants with account balances2019-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: LM & M ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0161
Total number of active participants reported on line 7a of the Form 55002018-01-01116
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-012
Total of all active and inactive participants2018-01-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01118
Number of participants with account balances2018-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: LM & M ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0159
Total number of active participants reported on line 7a of the Form 55002017-01-0164
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-013
Total of all active and inactive participants2017-01-0167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0167
Number of participants with account balances2017-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: LM & M ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0126
Total number of active participants reported on line 7a of the Form 55002016-01-0146
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-012
Total of all active and inactive participants2016-01-0148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0148
Number of participants with account balances2016-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: LM & M ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0114
Total number of active participants reported on line 7a of the Form 55002015-01-0132
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-012
Total of all active and inactive participants2015-01-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0134
Number of participants with account balances2015-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: LM & M ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0111
Total number of active participants reported on line 7a of the Form 55002014-01-0116
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0118
Number of participants with account balances2014-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: LM & M ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014
Total number of active participants reported on line 7a of the Form 55002013-01-016
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-016
Number of participants with account balances2013-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: LM & M ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011
Total number of active participants reported on line 7a of the Form 55002012-01-014
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-014
Number of participants with account balances2012-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: LM & M ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-03-251
Total number of active participants reported on line 7a of the Form 55002011-03-251
Number of retired or separated participants receiving benefits2011-03-250
Number of other retired or separated participants entitled to future benefits2011-03-250
Total of all active and inactive participants2011-03-251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-03-250
Total participants2011-03-251
Number of participants with account balances2011-03-251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-03-250

Financial Data on LM & M ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2023 : LM & M ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total plan liabilities at beginning of year2023-12-31$1,426
Total income from all sources2023-12-31$-134,281
Expenses. Total of all expenses incurred2023-12-31$86,723
Benefits paid (including direct rollovers)2023-12-31$82,590
Total plan assets at end of year2023-12-31$1,473,524
Total plan assets at beginning of year2023-12-31$1,695,954
Value of fidelity bond covering the plan2023-12-31$500,000
Total contributions received or receivable from participants2023-12-31$49,900
Expenses. Other expenses not covered elsewhere2023-12-31$4,133
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$-216,620
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$-221,004
Net plan assets at end of year (total assets less liabilities)2023-12-31$1,473,524
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$1,694,528
Assets. Value of participant loans2023-12-31$0
Assets. Value of employer securities2023-12-31$1,047,961
Total contributions received or receivable from employer(s)2023-12-31$32,439
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$0
2022 : LM & M ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,426
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$288,316
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$43,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$38,368
Expenses. Certain deemed distributions of participant loans2022-12-31$1,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$78,116
Value of total assets at end of year2022-12-31$1,695,954
Value of total assets at beginning of year2022-12-31$1,449,416
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$3,836
Total interest from all sources2022-12-31$393
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$8,151
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$8,151
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$32,620
Participant contributions at end of year2022-12-31$13,018
Participant contributions at beginning of year2022-12-31$6,639
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$1,426
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$271,435
Administrative expenses (other) incurred2022-12-31$3,836
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$245,112
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,694,528
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,449,416
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$368,060
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$399,387
Interest on participant loans2022-12-31$393
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$3,730
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$9,257
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$9,257
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-69,779
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$1,297,606
Assets. Invements in employer securities at beginning of year2022-12-31$1,026,171
Contributions received in cash from employer2022-12-31$45,496
Employer contributions (assets) at end of year2022-12-31$13,540
Employer contributions (assets) at beginning of year2022-12-31$7,962
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$38,368
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FIONDELLA, MILONE & LASARACINA LLP
Accountancy firm EIN2022-12-31061648707
2021 : LM & M ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$552
Total income from all sources (including contributions)2021-12-31$-111,549
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$80,405
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$76,656
Expenses. Certain deemed distributions of participant loans2021-12-31$138
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$101,464
Value of total assets at end of year2021-12-31$1,449,416
Value of total assets at beginning of year2021-12-31$1,641,922
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$3,611
Total interest from all sources2021-12-31$321
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$6,242
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$6,242
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$63,374
Participant contributions at end of year2021-12-31$6,639
Participant contributions at beginning of year2021-12-31$7,805
Other income not declared elsewhere2021-12-31$-257,595
Administrative expenses (other) incurred2021-12-31$3,611
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-191,954
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,449,416
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,641,370
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$399,387
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$328,554
Interest on participant loans2021-12-31$321
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$9,257
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$17,920
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$17,920
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$38,019
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$1,026,171
Assets. Invements in employer securities at beginning of year2021-12-31$1,283,767
Contributions received in cash from employer2021-12-31$38,090
Employer contributions (assets) at end of year2021-12-31$7,962
Employer contributions (assets) at beginning of year2021-12-31$3,876
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$76,656
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$552
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FIONDELLA, MILONE & LASARACINA LLP
Accountancy firm EIN2021-12-31061648707
2020 : LM & M ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$832,969
Expenses. Total of all expenses incurred2020-12-31$11,462
Benefits paid (including direct rollovers)2020-12-31$9,072
Total plan assets at end of year2020-12-31$1,638,738
Total plan assets at beginning of year2020-12-31$817,231
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$59,161
Expenses. Other expenses not covered elsewhere2020-12-31$2,390
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$730,116
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$821,507
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,638,738
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$817,231
Assets. Value of participant loans2020-12-31$7,805
Assets. Value of employer securities2020-12-31$1,283,766
Total contributions received or receivable from employer(s)2020-12-31$43,692
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : LM & M ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$182,374
Expenses. Total of all expenses incurred2019-12-31$3,396
Benefits paid (including direct rollovers)2019-12-31$1,650
Total plan assets at end of year2019-12-31$817,231
Total plan assets at beginning of year2019-12-31$638,253
Value of fidelity bond covering the plan2019-12-31$1,000,000
Total contributions received or receivable from participants2019-12-31$58,673
Expenses. Other expenses not covered elsewhere2019-12-31$1,746
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$88,515
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$178,978
Net plan assets at end of year (total assets less liabilities)2019-12-31$817,231
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$638,253
Assets. Value of participant loans2019-12-31$13,624
Assets. Value of employer securities2019-12-31$596,958
Total contributions received or receivable from employer(s)2019-12-31$35,186
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : LM & M ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$170,865
Expenses. Total of all expenses incurred2018-12-31$3,863
Benefits paid (including direct rollovers)2018-12-31$3,234
Total plan assets at end of year2018-12-31$638,253
Total plan assets at beginning of year2018-12-31$471,251
Value of fidelity bond covering the plan2018-12-31$1,000,000
Total contributions received or receivable from participants2018-12-31$42,975
Expenses. Other expenses not covered elsewhere2018-12-31$629
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$98,859
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$167,002
Net plan assets at end of year (total assets less liabilities)2018-12-31$638,253
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$471,251
Assets. Value of participant loans2018-12-31$14,862
Assets. Value of employer securities2018-12-31$531,214
Total contributions received or receivable from employer(s)2018-12-31$29,031
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : LM & M ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$-15,505
Expenses. Total of all expenses incurred2017-12-31$133
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$471,251
Total plan assets at beginning of year2017-12-31$486,889
Value of fidelity bond covering the plan2017-12-31$1,000,000
Total contributions received or receivable from participants2017-12-31$2,775
Expenses. Other expenses not covered elsewhere2017-12-31$133
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$-21,055
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$-15,638
Net plan assets at end of year (total assets less liabilities)2017-12-31$471,251
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$486,889
Assets. Value of employer securities2017-12-31$428,922
Total contributions received or receivable from employer(s)2017-12-31$2,775
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
2016 : LM & M ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$57,206
Expenses. Total of all expenses incurred2016-12-31$494
Benefits paid (including direct rollovers)2016-12-31$354
Total plan assets at end of year2016-12-31$486,889
Total plan assets at beginning of year2016-12-31$430,177
Value of fidelity bond covering the plan2016-12-31$1,000,000
Total contributions received or receivable from participants2016-12-31$8,107
Expenses. Other expenses not covered elsewhere2016-12-31$140
Contributions received from other sources (not participants or employers)2016-12-31$83,321
Other income received2016-12-31$-34,222
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$56,712
Net plan assets at end of year (total assets less liabilities)2016-12-31$486,889
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$430,177
Assets. Value of employer securities2016-12-31$453,209
Total contributions received or receivable from employer(s)2016-12-31$0
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : LM & M ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$50,438
Expenses. Total of all expenses incurred2015-12-31$0
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$430,177
Total plan assets at beginning of year2015-12-31$379,739
Value of fidelity bond covering the plan2015-12-31$1,000,000
Total contributions received or receivable from participants2015-12-31$18,871
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$31,567
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$50,438
Net plan assets at end of year (total assets less liabilities)2015-12-31$430,177
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$379,739
Assets. Value of employer securities2015-12-31$405,540
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
2014 : LM & M ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$183,717
Expenses. Total of all expenses incurred2014-12-31$0
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$379,739
Total plan assets at beginning of year2014-12-31$196,022
Value of fidelity bond covering the plan2014-12-31$100,000
Total contributions received or receivable from participants2014-12-31$1,197
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$182,520
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$183,717
Net plan assets at end of year (total assets less liabilities)2014-12-31$379,739
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$196,022
Assets. Value of employer securities2014-12-31$373,974
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
2013 : LM & M ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$52,772
Expenses. Total of all expenses incurred2013-12-31$0
Total plan assets at end of year2013-12-31$196,022
Total plan assets at beginning of year2013-12-31$143,250
Value of fidelity bond covering the plan2013-12-31$10,000
Total contributions received or receivable from participants2013-12-31$1,832
Other income received2013-12-31$50,940
Net income (gross income less expenses)2013-12-31$52,772
Net plan assets at end of year (total assets less liabilities)2013-12-31$196,022
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$143,250
Assets. Value of employer securities2013-12-31$191,456
2012 : LM & M ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$6,960
Expenses. Total of all expenses incurred2012-12-31$25
Total plan assets at end of year2012-12-31$143,250
Total plan assets at beginning of year2012-12-31$136,315
Total contributions received or receivable from participants2012-12-31$756
Contributions received from other sources (not participants or employers)2012-12-31$70,000
Other income received2012-12-31$-63,796
Net income (gross income less expenses)2012-12-31$6,935
Net plan assets at end of year (total assets less liabilities)2012-12-31$143,250
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$136,315
Assets. Value of employer securities2012-12-31$140,517
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$25
2011 : LM & M ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$136,315
Expenses. Total of all expenses incurred2011-12-31$0
Total plan assets at end of year2011-12-31$136,315
Total plan assets at beginning of year2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$136,315
Net income (gross income less expenses)2011-12-31$136,315
Net plan assets at end of year (total assets less liabilities)2011-12-31$136,315
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$0
Assets. Value of employer securities2011-12-31$134,315

Form 5500 Responses for LM & M ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN

2023: LM & M ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: LM & M ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LM & M ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LM & M ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LM & M ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LM & M ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LM & M ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LM & M ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LM & M ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LM & M ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LM & M ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LM & M ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LM & M ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-03-25Type of plan entitySingle employer plan
2011-03-25First time form 5500 has been submittedYes
2011-03-25Submission has been amendedNo
2011-03-25This submission is the final filingNo
2011-03-25This return/report is a short plan year return/report (less than 12 months)Yes
2011-03-25Plan is a collectively bargained planNo
2011-03-25Plan funding arrangement – TrustYes
2011-03-25Plan benefit arrangement - TrustYes

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